MERCHANT DASH LLC · PRACTICAL PREPARATION
Hand over a business request when the coordinator changes

Keep an open request understandable when responsibility moves between colleagues. Separate access, unanswered questions and verified next steps.

Use this checklist privately. Do not add account numbers, personal identifiers or confidential documents.

1. Name the role being transferred.
Notes: __________________________

2. Identify the current brief and verified latest event.
Notes: __________________________

3. Separate business tasks from outside questions.
Notes: __________________________

4. Confirm the proper contact-update procedure.
Notes: __________________________

5. Have the new coordinator read back the purpose and next action.
Notes: __________________________

This is a preparation checklist, not an application or a funding decision.
Brevo Capital requests are unavailable in FL and GA. Additional restrictions depend on the selected product and program.

Guide: https://merchant-dash.com/funding/guides/hand-over-a-business-request-when-the-coordinator-changes